Watch Michael and Joe dive into the intake process for a new opportunity, prompting them to build a winning proposal.
  • PSA Horizon Series Episode 1: Intake Management
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With this Professional Services Automation (PSA) episode:

  • Learn how to transform an opportunity into a project proposal with integrated financial data and resource planning in just a few clicks
  • Explore how they integrate activity libraries for efficient contract customization
  • Leverage Planisware's hybrid project management capabilities, promising to revolutionize project execution
  • Identify and resolve resource conflicts by integrating scenarios into the conflict analysis dashboard

 

In other episodes of this PSA Horizon Series, we cover:

  • Episode 2: "Proposals & Bidding" discusses bid proposals, financial projections, and e-signatures for a new opportunity. 

 

 

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Planisware Orchestra

Adaptive Project Management at its best
Portfolio management to project execution
A turnkey cloud solution to quickly streamline your project decision-making, foster collaboration and ensure best practice across your whole organization.
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Planisware Enterprise

Strategic Portfolio Management at scale
Advanced portfolio and project delivery
Built to capture your strategy, align your portfolio, execute your projects, accelerate your products to market, and co-ordinate your teams efficiently.
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